See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,455 | $92,222+54.5% | $76,768+85.6% | $135,375+5.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.56% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,022 | $3,216-6.0% | $2,485+21.6% | $4,779-36.8% |
| Participant deferral / active EE | $13,193 | $4,509+192.6% | $3,852+242.5% | $5,609+135.2% |
| Admin fee / account holder | $7 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |